Isleta Resort & Casino | Albuquerque, New Mexico

Catch Amy at the NMAH&HC Pre-Conference for a FEW HOURS ONLY on Sept. 10th!
September 10, 2025 | 3:00 PM – 4:00 PM

Amy will lead a pre-conference session titled: “Financial Considerations When Buying or Selling an Agency”

In this focused, one-hour presentation, Amy will break down the complexities of the acquisition process from both the buyer’s and seller’s perspective. The session will cover:

• Stock vs. asset purchase structures
• General valuation methods
• Factors that influence agency value
• The due diligence process

With over two decades of experience helping post-acute providers navigate financial strategy, Amy brings insight, clarity, and practical steps for agency owners considering a transition—now or in the future.

This session is ideal for agency owners, administrators, and financial decision-makers preparing for growth, succession, or sale.